ELV β€” ELEVANCE HEALTH INC

Ownership history in BAUPOST GROUP LLC/MA  Β·  4 quarters on record

AI Ownership Summary

BAUPOST GROUP LLC/MA reported ELEVANCE HEALTH INC (ELV) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 8.9% in 2025 Q3. The latest visible filing shows ELV at 8.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAUPOST GROUP LLC/MA's position in ELEVANCE HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ELV was reported at 8.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.9% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAUPOST GROUP LLC/MA held ELV β€” position size vs. price
% of Fund (quarterly)    ELV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,269,302 -49,698 -3.8% 8.43% $445.0M 2026-02-14 (Est.) $344.68
2025 Q3 ADDED 1,319,000 +703,000 +114.1% 8.90% $426.2M 2025-11-13 $324.60
2025 Q2 ADDED 616,000 +370,000 +150.4% 5.80% $239.6M 2025-08-13 $289.55
2025 Q1 INITIATED 246,000 β€” β€” 3.06% $107.0M 2025-05-14 $366.47

FAQ About BAUPOST GROUP LLC/MA and ELV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAUPOST GROUP LLC/MA reported owning ELV?

BAUPOST GROUP LLC/MA reported ELV across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported ELV position in BAUPOST GROUP LLC/MA's portfolio?

The largest reported portfolio weight for ELV was 8.90% in 2025 Q3.

What is the latest reported ELV position on this page?

The most recent filing on this page is 2025 Q4, when BAUPOST GROUP LLC/MA reported 1,269,302 shares, equal to 8.43% of portfolio, with an estimated market value of $445.0M.

What does the chart on this ELV ownership page compare?

The chart compares BAUPOST GROUP LLC/MA's quarterly ELV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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